Unprecedented economic and social changes have led to significant stress for both clients and advisors. We are prepared and taking the necessary steps to ensure continuity in the services and support to our clients.
It’s important to remember that financial planning helps make market fluctuations less scary and helps you focus on the long-term picture. Now, more than ever, is the time to stick to your financial plan to ultimately feel confident about your financial future.
We give you a “Client Portal” so that you have access to your plan as it helps to reinforce the “big picture,” opposed to being hyperfocused on daily fluctuations.
For example, if a client sees that the market is down, this may cause concern. Having the ability to view their plan, will quickly reassure that day-to-day fluctuations in the market may not have a major effect on their long-term plan, if any.
Using tools available on your “Client Portal” , allows you to determine what your Risk Score & Great Recession Loss breaking point is. So you can feel confident.
Want to know if and when is the best time to Retire or Make a major purchase? We will walk you through an interactive tool that can show you outcomes of success based on scenarios you input. That way you can face the future with confidence.
Most of us don’t want to think about the “what ifs” of life and what they might do to our finances. It could be positive events or negative events. Wouldn’t you like to know if any one of them happened that you are prepared to handle them? If you are not prepared, it wouldn’t it give you some idea about what to plan for them? Or would you rather let “what if’s” just come at you out of the blue and deal with it at a loss and stress?
Our primary role is to help you, our client navigate through their financial life with clarity and planning so that you, they, can live a confident.
Does that make sense?
If you have any questions about the information presented here, or would like to have a conversation about your own estate plan (or lack of one), please click the link and contact me today.